Item: HubSpot CRM
Rating: 10
Author: Brandon Schultz

Use Cases and Deployment Scope

At Avo the sales team uses HubSpot CRM daily to track our progress in terms of the sales cycle with various prospects across multiple levels of several industries. HubSpot CRM allows my colleagues and I to see who has been in communication with which members of target companies, which is of the utmost importance as having multiple reps reach out the same contact can lose a deal instantly.

For our specific team, we work with property management companies and developers and HubSpot CRM has allowed us to track each company's portfolio while simultaneously attaching the contacts to their respective buildings within the company.

We are able to easily track which team member is working with which company or building, which has streamlined our processes and increased efficiency tenfold!

Pros and Cons

Easily able to identify which colleague is working a particular deal and who they have been in contact with.
Organize all of my contacts and deals on a single page, keeping me organized and focused on key relationships.
Through the "Tasks" function, I'm able to set reminders for myself not only in the HubSpot CRM app or desktop window, but I can also have a reminder sent to me automatically.

I honestly haven't found any shortcomings to date as we've been able to customize the stages and "properties" as needed - making it truly feel tailored to our needs.

Return on Investment

I can't put a number on it, but HubSpot CRM has been invaluable in keeping our reps organized and hitting quota month after month.
Incredibly easy to access information we're looking for and keeping that information organized.
Able to work collaboratively seamlessly - one team, one dream!

Key Insights

Do you think HubSpot CRM delivers good value for the price?

Yes

Are you happy with HubSpot CRM's feature set?

Yes

Did HubSpot CRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of HubSpot CRM go as expected?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

Usability

Very user friendly and easy to learn, which helps reduce the ramp-up period for new hires and in turn increases our chances of hitting our targets.

We're able to customize practically every aspect of our CRM to make it tailored to our industry and prospecting targets.

Support Rating

I've only had to use support once or twice, but each [time] it was incredibly pain-free and the responses were fast and in-depth. Really felt like they cared about our needs!

Likelihood to Recommend

HubSpot CRM is definitely well-suited for sales teams and departments looking to stay organized and on-target with a seemingly endless number of contacts, companies, and deals. Without the level of detail I'm able to record in HubSpot, I'm not sure I'd be able to achieve the sales success I've had thus far. I used to take notes by hand, which admittedly are very difficult to read and have virtually no rhyme or reason to the organization.

With HubSpot, we're able to prompt our reps to fill in certain key information - whether it be about a phone call or meeting, or just notes on the prospect or target company.

Another key aspect of HubSpot is the ability to place calls and subsequently record them directly from the site!

Don't know where I'd be without HubSpot CRM!!

Overall Satisfaction with HubSpot CRM